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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,849 | $87,166-96.7% | $76,735-96.3% | $137,256-97.9% |
| Participation rate | 41.2% | 74.4%-33.2pp | 69.5%-28.3pp | 80.0%-38.8pp |
| Annual return | 16.11% | 26.50%-10.4pp | 29.77%-13.7pp | 220.34%-204.2pp |
| Employer contribution / active EE | $547 | $2,904-81.2% | $2,454-77.7% | $4,156-86.8% |
| Participant deferral / active EE | $83 | $4,726-98.2% | $4,088-98.0% | $6,407-98.7% |
| Admin fee / account holder | $366 | $8,403-95.6% | $7,189-94.9% | $12,270-97.0% |